IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.55M
3
+$5.03M
4
APP icon
Applovin
APP
+$4.66M
5
FVRR icon
Fiverr
FVRR
+$4.51M

Top Sells

1
+$18.4M
2
+$9.95M
3
+$7.44M
4
MSFT icon
Microsoft
MSFT
+$3.35M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.65M

Sector Composition

1 Technology 38.02%
2 Consumer Discretionary 12.71%
3 Communication Services 11.95%
4 Healthcare 11.47%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$765K 0.04%
855
152
$760K 0.04%
11,675
153
$754K 0.04%
+2,659
154
$743K 0.04%
+15,774
155
$726K 0.04%
+1,434
156
$724K 0.04%
689
-10
157
$702K 0.04%
7,300
158
$693K 0.04%
9,400
159
$688K 0.04%
23,773
-1,532
160
$678K 0.04%
4,160
161
$634K 0.03%
3,269
162
$599K 0.03%
5,600
-250
163
$583K 0.03%
3,410
+1,080
164
$573K 0.03%
1,500
165
$567K 0.03%
1,145
166
$555K 0.03%
12,367
-200
167
$553K 0.03%
1,330
168
$533K 0.03%
7,635
169
$530K 0.03%
5,166
-67
170
$522K 0.03%
3,000
171
$500K 0.03%
5,200
-19,295
172
$483K 0.03%
12,979
+2,259
173
$449K 0.02%
5,600
-90
174
$441K 0.02%
3,640
+100
175
$436K 0.02%
2,800
5 6
7
8 9